Explain the challenge

Describe what happens today, who is affected and why a change matters. Include examples from the people doing the work.

Share your constraints

Talk openly about timelines, budget ranges, existing systems and dependencies. These shape the options and help a partner make useful trade-offs.

Define a useful outcome

Describe what should be different when the work is complete. Agree who will make decisions, review progress and accept the deliverables.

All insights